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云南锗业:公司的光伏级锗产品为太阳能电池用锗单晶片,下游客户以外延生产厂商为主,未直接对接终端客户
Mei Ri Jing Ji Xin Wen· 2025-08-13 01:27
云南锗业(002428.SZ)8月13日在投资者互动平台表示,公司生产的光伏级锗产品为太阳能电池用锗单 晶片,下游客户以外延生产厂商为主,公司并未直接对接终端客户。近三年公司光伏级锗产品的营业收 入分别为:2022年约5493万元,2023年约7584万元,2024年约10559万元。目前公司光伏级锗产品太阳 能锗晶片产能为30万片/年(4英寸)、20万片/年(6英寸)。经董事会批准,公司于近期实施建设"空间 太阳能电池用锗晶片建设项目",该项目计划建设期18个月,计划在现有产能基础上新建,最终形成年 产250万片锗晶片生产能力。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:董秘您好,蓝箭航天已启动IPO,请问云南锗业的光伏 级锗电池是否为其供应商?近三年销售收入大概是什么量级?在近轨卫星高频发射的未来三年里,公司 产能储备如何? ...
云南锗业:公司的“空间太阳能电池用锗晶片建设项目”计划2025年末达到年产125万片锗晶片的产能
Mei Ri Jing Ji Xin Wen· 2025-08-13 01:27
Core Insights - Yunnan Ge Industry (002428.SZ) is focusing on the production of photovoltaic-grade germanium products, specifically solar germanium wafers, which are primarily used in solar germanium batteries known for their high photoelectric conversion efficiency and stability [1][3] - The company is undertaking a "Space Solar Cell Germanium Wafer Construction Project" to meet current customer demands and align with future downstream trends, with a planned construction period of 18 months and an expected annual production capacity of 1.25 million wafers by the end of 2025, ultimately reaching 2.5 million wafers per year upon full completion [1][3] Company Developments - The company has confirmed that it does not have any ongoing research projects related to germanium-tin alloys, and its main research projects and progress are disclosed in annual reports [1] - The company has provided solar germanium substrates for the first batch of satellites in the "Thousand Ships Constellation" project, indicating a significant connection with the commercial aerospace sector [3] - The planned investment of 282 million yuan in the space solar cell germanium wafer project suggests a strategic move to potentially make this segment a major revenue source in the future [3]
洛阳钼业获融资买入1.40亿元,近三日累计买入4.53亿元
Jin Rong Jie· 2025-08-13 00:22
8月12日,沪深两融数据显示,洛阳钼业获融资买入额1.40亿元,居两市第117位,当日融资偿还额1.56 亿元,净卖出1640.62万元。 最近三个交易日,8日-12日,洛阳钼业分别获融资买入1.81亿元、1.32亿元、1.40亿元。 融券方面,当日融券卖出1.00万股,净买入0.06万股。 本文源自:金融界 作者:智投君 ...
中科三环:2025年第一次临时股东大会决议公告
Zheng Quan Ri Bao· 2025-08-12 14:14
证券日报网讯 8月12日晚间,中科三环发布公告称,公司2025年第一次临时股东大会审议通过了《关于 制订和的议案》《关于变更公司董事的议案》。 (文章来源:证券日报) ...
西部超导:2024年年度权益分派实施公告
Zheng Quan Ri Bao· 2025-08-12 13:17
Group 1 - The company announced a cash dividend of 0.65 yuan per share (including tax) for the 2024 annual equity distribution plan [2] - The record date for the dividend is set for August 19, 2025, and the ex-dividend date is August 20, 2025 [2]
中科三环:上半年净利润4399.31万元,同比增长160.82%
Xin Lang Cai Jing· 2025-08-12 11:16
中科三环公告,2025年上半年营业收入29.22亿元,同比下降11.17%。净利润4399.31万元,同比增长 160.82%。公司计划不派发现金红利,不送红股,不以公积金转增股本。 ...
稀土永磁概念下跌1.53%,8股主力资金净流出超亿元
| 概念 | 今日涨跌幅(%) | 概念 | 今日涨跌幅(%) | | --- | --- | --- | --- | | 脑机接口 | 2.37 | PEEK材料 | -1.58 | | 光刻机 | 2.26 | 稀土永磁 | -1.53 | | 中国AI 50 | 2.01 | MLOps概念 | -1.39 | | 国家大基金持股 | 1.83 | 动物疫苗 | -1.34 | | 光刻胶 | 1.68 | 重组蛋白 | -1.14 | | 深圳国企改革 | 1.56 | 转基因 | -1.12 | | 牙科医疗 | 1.51 | DRG/DIP | -1.12 | | 液冷服务器 | 1.46 | 细胞免疫治疗 | -1.10 | | 光纤概念 | 1.43 | 培育钻石 | -1.04 | | 共封装光学(CPO) | 1.42 | 航空发动机 | -1.03 | 资金面上看,今日稀土永磁概念板块获主力资金净流出45.17亿元,其中,47股获主力资金净流出,8股 主力资金净流出超亿元,净流出资金居首的是北方稀土,今日主力资金净流出8.97亿元,净流出资金居 前的还有盛和资源、包钢股份、中国稀土等,主 ...
ETF午评 | A股三大指数集体收涨,芯片板块强势拉升,寒武纪涨近10%,科创芯片50ETF、科创芯片ETF富国涨2.7%
Sou Hu Cai Jing· 2025-08-12 04:43
Market Overview - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 0.51%, the Shenzhen Component Index by 0.34%, and the ChiNext Index by 0.91% [1] - The North Exchange 50 Index declined by 0.33% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 12,101 billion yuan, an increase of 605 billion yuan compared to the previous day [1] - Over 1,800 stocks in the market experienced gains [1] Sector Performance - The gas, port shipping, and brain-computer interface sectors saw significant gains [1] - The energy metals and military equipment sectors underwent adjustments [1] ETF Performance - The chip sector showed strong performance, with Cambrian rising by 9.95% [5] - Various chip ETFs, including the Huatai-PB Sci-Tech Chip 50 ETF, rose by 2.76%, while the Sci-Tech Chip ETF from Guotai and the Jiashi Fund's Sci-Tech Chip ETF increased by 2.71% and 2.7%, respectively [5] - AI hardware stocks reached new historical highs, with the ChiNext AI ETF from Guotai, Huabao, and Guotai rising by 2.35%, 2.39%, and 2.25% respectively [5] - The communication equipment sector also saw gains, with the Guotai Communication ETF and the Huaxia 5G Communication ETF increasing by 2.5% and 2.05% [5] - The innovative drug sector experienced a pullback, with the Guotai Innovative Drug ETF declining by 2.7% [5] - The rare metals sector also faced a downturn, with rare metal ETFs falling by 2.65% and 2.58% [5] - The aerospace and military sector saw declines across the board, with the Tianhong Aerospace ETF and the military leader ETF dropping by 2.1% and 1.93% respectively [5]
ETF午评 | 芯片板块强势拉升,寒武纪涨15%,科创芯片50ETF、科创芯片ETF富国涨2.7%
Ge Long Hui A P P· 2025-08-12 04:01
Market Overview - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 0.51%, the Shenzhen Component Index by 0.34%, and the ChiNext Index by 0.91% [1] - The North Star 50 Index declined by 0.33% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 12,101 billion yuan, an increase of 605 billion yuan compared to the previous day [1] - Over 1,800 stocks in the market experienced gains [1] Sector Performance - The gas, port shipping, and brain-computer interface sectors saw significant gains, while the energy metals and military equipment sectors experienced adjustments [1] - In the ETF market, the chip sector surged, with Cambrian Technology rising by 15% [1] - The ETFs related to the chip sector, including the Huatai-PineBridge Science and Technology Chip 50 ETF, increased by 2.76%, while the other two chip ETFs from Guotai and Jiashi rose by 2.71% and 2.7% respectively [1] - Core stocks in the AI hardware sector continued to rise, with Industrial Fulian and several others reaching historical highs [1] - The AI ETFs in the ChiNext, including those from Guotai, Huabao, and Guotai, increased by 2.35%, 2.39%, and 2.25% respectively [1] - The communication equipment sector also saw an upward trend, with the Guotai Communication ETF and the Huaxia 5G Communication ETF rising by 2.5% and 2.05% respectively [1] Declining Sectors - The innovative drug sector experienced a pullback, with the Guotai Innovation Drug ETF declining by 2.7% [1] - The rare metals sector also faced a downturn, with the Rare Metals ETF and another Rare Metals ETF falling by 2.65% and 2.58% respectively [1] - The aerospace and military industry sectors were all in the red, with the Tianhong Aerospace ETF and the Military Industry Leader ETF dropping by 2.1% and 1.93% respectively [1]
稀有金属ETF:8月11日融资净买入67.81万元,连续3日累计净买入563.62万元
Sou Hu Cai Jing· 2025-08-12 02:57
证券之星消息,8月11日,稀有金属ETF(562800)融资买入2010.43万元,融资偿还1942.63万元,融资 净买入67.81万元,融资余额5129.94万元,近3个交易日已连续净买入累计563.62万元,近20个交易日中 有14个交易日出现融资净买入。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-08-11 | 67.81万 | 5129.94万 | | | 2025-08-08 | 177.57万 | 5062.13万 | | | 2025-08-07 | 318.24万 | 4884.55万 | | | 2025-08-06 | 277.45万 | 4566.31万 | | | 2025-08-05 | -183.32万 | 4288.87万 | | 融券方面,当日无融券交易。 融资融券余额5129.94万元,较昨日上涨1.34%。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2025-08-11 | 5129.94万 ...